BWM
GPT

BerganKDV Wealth Management’s Gramercy Property Trust GPT Stock Holding History

BerganKDV Wealth Management’s Portfolio GPT Stock Details GPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-207
Closed -$6K – 670
2018
Q2 		$6K Buy
+207
New +$5.3K ﹤0.01% 556

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AAM
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State Street
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Fidelity International
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIC
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BerganKDV Wealth Management's GPT Position: Q3 2018 in Review

BerganKDV Wealth Management sold out of Gramercy Property Trust (GPT) in Q3 2018, closing a stake of 207 shares — an estimated $6K sold.

BerganKDV Wealth Management first reported a position in GPT in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 241 funds tracked by Wall St. Rank hold GPT as of Q3 2018.

  • BerganKDV Wealth Management reported no remaining Gramercy Property Trust position as of Q3 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 207 Gramercy Property Trust shares in Q3 2018, an estimated $6K.
  • BerganKDV Wealth Management first reported a position in Gramercy Property Trust in Q2 2018 and held it in 1 quarter.
  • BerganKDV Wealth Management's Gramercy Property Trust position peaked at $6K in Q2 2018.
  • 241 funds tracked by Wall St. Rank held Gramercy Property Trust as of Q3 2018.

Based on BerganKDV Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.